SCDGX Mutual Fund

SCDGX Mutual Fund

NAV$41.30
See how much of SCDGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.92%
3 Months
+5.65%
6 Months
+9.79%
YTD
+10.61%
1 Year
+20.70%
3 Years (annualized)
+18.01%
5 Years (annualized)
+11.08%
10 Years (annualized)
+13.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCDGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.61%
Peer Avg (YTD)
+9.41%
vs Peers
+1.20%

SCDGX Mutual Fund Performance

SCDGX performance across multiple time periods: 1-month 1.92%, YTD 10.61%, 1-year 20.70%, 3-year 18.01%, 5-year 11.08%, 10-year 13.68%.

SCDGX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

SCDGX vs another fund shows side-by-side returns. SCDGX alternatives are available in the Mutual Fund Screener.